Courtney S Blenner

My Mission

Financial planning should not be stressful, boring, or difficult to understand. I am passionate about helping my clients achieve their financial goals in an environment that is motivating, intelligible, and transparent.  

My Process

I start with a conversation to hear about your goals and priorities.  I rely on my knowledge, experience, and team of specialists to assess your feedback and create a tax-efficient, actionable plan.  

My Credo

• Always do the right thing.
• Always mitigate risk.
• Always think ahead.